Attivo

Attivo is an independent Chartered Financial Planning firm founded in 2005 and headquartered in Cheltenham. Privately owned, the firm provides lifestyle financial planning services to clients across the United Kingdom, combining personalised strategy with a stated commitment to complete transparency, openness and honesty in all client interactions.

The firm's planning work spans investments, retirement planning, tax optimisation, estate planning and corporate employee benefits. Its lifestyle financial planning service is designed around each client's goals, circumstances and motivations, with strategies intended to evolve as those circumstances change. Attivo employs experienced, highly qualified chartered financial planners alongside support professionals, and operates within the financial services, wealth management and corporate employee benefits sectors.

Attivo works with clients nationwide from nine offices: its Cheltenham headquarters plus locations in London, Cardiff, Darlington, Fareham, Harrogate, Liverpool, Reading and Grangemouth. The firm has been recognised in the Citywire Top 100.